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Phillips Edison & Co

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$543K -$80.8K -2,422 -13%
BPA
177
Beacon Pointe Advisors
California
$537K -$633K -18,935 -54%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$537K +$537K +16,071 New
RIA
179
Regal Investment Advisors
Michigan
$536K +$18.5K +555 +4%
TC
180
TownSquare Capital
Utah
$510K +$34.1K +1,021 +7%
CW
181
CreativeOne Wealth
Kansas
$507K +$44.7K +1,338 +10%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$506K +$506K +15,134 New
APP
183
Avantax Planning Partners
Iowa
$496K +$496K +14,854 New
SFG
184
StrategIQ Financial Group
Indiana
$490K +$196K +5,871 +67%
LWAC
185
Laurel Wealth Advisors (California)
California
$480K -$63.2K -1,893 -12%
AWM
186
Accurate Wealth Management
Florida
$471K -$5.14K -151 -1%
SMG
187
Smart Money Group
Texas
$470K +$92.9K +2,780 +25%
FCA
188
FLC Capital Advisors
California
$467K -$48.9K -1,462 -9%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$466K +$67 +2 +0%
CB
190
Cadence Bank
Mississippi
$448K +$448K +13,395 New
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$446K -$95.7K -2,867 -18%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$443K -$11M -329,328 -96%
G
193
GenTrust
Florida
$441K +$441K +13,166 New
SMDAM
194
Sumitomo Mitsui DS Asset Management
Japan
$439K
ProShare Advisors
195
ProShare Advisors
Maryland
$430K -$286K -8,550 -40%
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$422K +$422K +12,635 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$417K -$97.3K -2,909 -19%
LA
198
LexAurum Advisors
Kansas
$412K +$113K +3,373 +38%
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$409K -$53.4K -1,598 -12%
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$400K -$205K -6,129 -34%